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Current Factsheets

EF Brompton
Global Equity Fund
April 2023

EF Brompton
Global Income Fund
April 2023

EF Brompton
Global Opportunities Fund
April 2023

EF Brompton
Global Balanced Fund
April 2023

EF Brompton
Global Growth Fund
April 2023

EF Brompton
Global Conservative Fund
April 2023

WAY Global Cautious Portfolio
April 2023

WAY Global Balanced Portfolio
April 2023

WAY Flexible Global Growth Portfolio
April 2023

WAY MA Cautious Portfolio
April 2023

WAY Global Growth Portfolio
April 2023

Brompton wins CFi.co Best Asset Allocation Strategy (UK) 2021

CONTACT US FOR MORE INFORMATION

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK). Dynamic asset allocation is at the heart of the Brompton multi-asset investment process because we believe this will be the principal driver of returns for investors.

Two major bear markets since 2000 have highlighted the importance of choosing an asset manager focused on determining if the environment is one in which investors will be rewarded for taking risk rather than simply seeking to deliver a relative return.

The CFi.co judging panel in its announcement said it was “impressed by the emphasis on real returns balanced by a healthy respect for risk management”.

Industry reports investment fraud attempts

CONTACT US FOR MORE INFORMATION

There have been reports of increased fraud attempts in which investors have received direct approaches about investment opportunities from people claiming to work for genuine financial organisations. Brompton has no evidence of anyone fraudulently using its name. It is, however, important to stress that Brompton would never make cold calls or send unsolicited emails to potential investors. If you have received such an approach from someone claiming to represent Brompton, this may be an attempted fraud. Please check that any email correspondence has come from our internet domain, bromptonam.com. If you have had such an approach, please contact us either by emailing info@bromptonam.com or phoning 020 7045 0600.

Latest news, views and insights

News and Press

Brompton wins CFi.co Best Asset Allocation Strategy (UK) 2021 award

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK). Dynamic asset...

Read this article

Commentary

Bank failures: Lehman revisited or buying opportunity?

The forced takeover of Credit Suisse by UBS over the weekend for CHF3 billion, down from a CHF116 billion peak valuation in 2007, put financial markets on newspaper front...

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Quarterly

Quarterly review for the first quarter of 2023

5%Global economic prospects improved in January and February because of a rebound in China’s economy following the end of its zero-Covid-19 policy in December 2022 and st...

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More news, views and insights

Current Prices

EF Brompton

Global Equity Fund

B ACC 2.1348

EF Brompton

Global Income Fund

B INC 1.2423

EF Brompton

Global Opportunities Fund

B ACC 1.9906

EF Brompton

Global Balanced Fund

B ACC 1.5039

EF Brompton

Global Growth Fund

B ACC 1.6318

EF Brompton

Global Conservative Fund

B ACC 1.3379

WAY

Global Cautious Portfolio

B ACC 1.5868
B INC 1.587
E ACC 1.2821
E INC 1.2808
S INC 1.2404
T INC 1.2381

WAY

Global Balanced Portfolio

A ACC 2.1151
A INC 2.1081
E ACC 1.5902
S INC 1.3954
T INC 1.5426

WAY

Flexible Global Growth Portfolio

A ACC 2.276
A INC 2.2757
E ACC 1.9287
E INC 1.9223
S INC 1.5784
T INC 1.8597

WAY

MA Cautious Portfolio

B ACC 1.713
B INC 1.7111
E ACC 1.5299
E INC 1.5171
S INC 1.3881
T INC 1.4704

WAY

Global Growth Portfolio

B ACC 1.9123
B INC 1.9005
E ACC 1.9011
E INC 1.7107
S INC 1.6262
T INC 1.8426
Winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK)

Brompton Asset Management is delighted to be judged winner of the CFi.co – Capital Finance International 2021 award for Best Asset Allocation Strategy (UK)

We are delighted to announce our award from Thomson Reuters for Best Small Group Over 3 Years - Mixed Assets

The Brompton investment strategy

Our experienced and talented asset managers recognise that correct asset class selection plays a critical role in delivering healthy risk-adjusted returns for our investors.

We aim to optimise our portfolios by adjusting the percentage of each asset class with reference to the investor’s risk tolerance, goals and investment time frame, and also the strengths, weaknesses, opportunities and threats present in the investments at any given time.

We call this approach dynamic asset allocation and we put it at the heart of our investment process.

Our dynamic asset allocation strategy makes sure we invest to gain exposure to specific asset categories, geographic regions, industry sectors and investment themes, investing globally in all major asset classes.

We monitor information and data from many sources and at many levels to aim actively to keep investments on course to meet or exceed investors’ expectations.

About Our Investment Strategy